Sheridan Road Financial

David Hinderstein leads Sheridan Road’s not-for-profit consulting practice which assists plan sponsors in responding to the many challenges in managing their retirement programs.  David has extensive background and significant expertise in helping healthcare and not-for-profit sponsors meet their fiduciary responsibilities and in managing their investment provider relationships.  David was recently selected as Instructor at UCLA Anderson School of Management Executive Education TRAU- The Retirement Advisor University, where he will instruct on the not-for-profit retirement marketplace.  He is also a keynote speaker at several industry conferences. Prior to joining Sheridan Road, David spent almost 12 years in various management and consulting positions with Arthur J. Gallagher & Co.  Most recently, he was President of GBS Retirement Services, Inc, (the retirement division of Arthur J. Gallagher & Co.) with responsibility for consulting and servicing large defined contribution and defined benefit plans and overseeing all facets of Gallagher’s regional retirement services practices. Previously, David held multiple positions with CitiStreet (formally the Copeland Companies), where his emphasis was consulting and servicing large defined contribution plans for healthcare and not-for-profit institutions. David earned his BS degree in Finance from The American University in Washington, D.C., and has achieved the Accredited Investment Fiduciary® (AIF®) designation.  He also is an Investment Advisor Representative of Sheridan Road, an SEC Registered Investment Advisor and a Registered Representative with LPL Financial.